Investor Profiler upgrade to FinaMetrica 3

Further to our earlier news article confirming FinaMetrica's recalibration update, we can now confirm that threesixty's Investor Profiler tool will be upgraded to FinaMetrica version 3 from 1st May 2018.

In summary, this will mean a reduction in the number of questions from 12 to 10, along with some minor changes to the scoring output and mappings.

If you’re not a client, to read this content you must sign up or a free guest account

Clients of threesixty are kept up to speed with the latest regulatory, industry and technical developments via our regular news and opinions articles.

As well as being updated via the articles we publish to threesixty online, clients can specify to us what type of articles they want to receive (by category) and how frequently they receive them.

To try this service, simply register your details with us and we'll give you 3 months free and unlimited access to our news and opinions.